12
Invoice Approval Route Enhancements Can now have up 10 levels of invoice review Lead Company Person (LCP) no longer has to stay as Level 1 Ability to drag and drop LCP to another level Can still add BGR & ACR review levels Backups can still be added for various levels, except for LCP Can reorder existing 1-10 levels By default, only the LCP is still required on a route

16
Invoice Approval Route Enhancements LCP vs. Level 1 Reviewer (for Inc. Tasks and for Bypassing of Thresholds) Level 1 Approver: LEDES invoice contains audits such as new timekeeper, timekeeper rate change or an expense guideline violation Invoice contains a budget audit flag Lead Company Person: Matter profile is incomplete Invoice contains incomplete accounting codes and route does not include ACR The office vendor numbers are missing and route does not include an ACR (if the office vendor numbers are required by client’s AP department) An Outside Counsel Evaluation must be completed during the invoice approval

31
Task Code Alerts: Allocations Lifecycle Lifecycle is the same as Budgets Lifecycle Matter with multiple firms can have Allocations for each Firm, and there is a combined view Company can Create/Approve, Reject, Edit, Lock/Unlock Firm can Create, Accept, Edit Company and Firm Users get Dashboard Alerts for Task Code Alert Tasks Task Code Alerts have a Version History

32
Task Code Alerts: Allocations Lifecycle Lifecycle is the same as Budgets Lifecycle Matter with multiple firms can have Allocations for each Firm, and there is a combined view Company can Create/Approve, Reject, Edit, Lock/Unlock Firm can Create, Accept, Edit Company and Firm Users get Dashboard Alerts for Task Code Alert Tasks Task Code Alerts have a Version History

42
Tracker Reports Web Services Example Risk Management System Updates A custom program uses Tracker Reports Web Services API to get data about risk exposure amounts. The program connects to a Risk Management system and enters the updates.